CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS Trademark
Trademark Overview
On Friday, February 13, 2026, a trademark application was filed for CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS trademark a serial number of 99652141. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, June 12, 2026. This trademark is owned by Waterloo Capital Management, LLC. The CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial asset management; Investment consultation; Financial research; Financial information; Financial analysis; Financial advice; Financial consultation; Financial management; Investment brokerage; Investment management; Mutual fund investment; Financial risk assessment services; Investment risk assessment services; Financial portfolio analysis services; Funds investment; Management of a capital investment fund; Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial due diligence; Financial valuations
General Information
| Serial Number | 99652141 |
| Word Mark | CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS |
| Filing Date | Friday, February 13, 2026 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, June 12, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services; Financial asset management; Investment consultation; Financial research; Financial information; Financial analysis; Financial advice; Financial consultation; Financial management; Investment brokerage; Investment management; Mutual fund investment; Financial risk assessment services; Investment risk assessment services; Financial portfolio analysis services; Funds investment; Management of a capital investment fund; Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial due diligence; Financial valuations |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, February 13, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Waterloo Capital Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78746
US |
Trademark Events
| Event Date | Event Description |
| Friday, February 13, 2026 | NEW APPLICATION ENTERED |
| Friday, February 13, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, June 11, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 12, 2026 | ASSIGNED TO EXAMINER |
| Friday, June 12, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, June 12, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, June 12, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
